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Most Recent
The Next Frontier
for Financial Advisor Growth
While the industry is yelling at you about content, blogs, SEO, email marketing, social media, podcasts, etc., it’s time to start…
Guardrails
8-Bit Version
Our April Fools gag for 2024 was one for the books. And while we don’t (yet) support vintage gaming systems, we are hard at work creating…
Press Release: Potomac Blows Past $1.2 Billion
and Sets Stage for the Next Chapter
Potomac is pleased to announce availability at Interactive Brokers and Fusion Capital Management, along with the addition of five key hires.
Articles
Things
Change
We are witnessing what happens when a 40-year trend comes to an end. A trend that has been in place for most of our careers and many of our lives.
A Perfectly
Normal Year
The second you let your political views (not analysis) drive your investment decisions, you have already lost.
What Does it Mean
to be Extended?
Let’s dig back into your memory, to that statistics class that you took, and you will find that there is a way to define or quantify extended.
My Take on a Legend’s
Investment Rules
Dr. Martin Zweig had 17 rules that he developed during his illustrious tenure as a money manager. “Don’t Fight the Fed” is easily his most famous.
And the Loser Now
Will Be Later to Win…
No one knows for sure if the “times they are a-changin’,” but that Bob Dylan line came to mind when I looked at the chart…
How We Manage Money
to Reduce Risk
At Potomac, we are a tactical money manager that specializes in risk reduction. Our chosen investment vehicles are mutual funds and ETFs.
Gear Up
Podcasters
A guide to podcasting gear for financial advisors, curated from the successes (and failures) of the producers of the Conquer Risk Podcast.
A Teacher and
a Student
Teaching my technical analysis class has served as a constant reminder of the importance of sticking to the fundamentals.
What’s In A
Name?
I’ve seen too many advisors not appreciate the importance of their brand. Your visual identity, and more importantly your story, matters.
News
Potomac Fund Management Unveils
New Virtual Community
Potomac today unveiled its new virtual community Insight by Potomac, a centralized and consolidated source…
You Get What You Give: Why Advisors Are Losing the Race for Talent
As the war for talent rages on across the country, how companies treat their employees will determine the winners.
Why My Firm Unfriended
Facebook
If we’re going to take our marketing to the next level, we must focus. That is the reason to leave.
Potomac Fund Management Leads
with Transparency
Potomac today placed its values front and center on its website in a bid to show it truly leads with transparency.
RIA Leaders 2021:
What’s wrong with RIA rankings
“Industry lists in general become an area of frustration for advisors and others when they don’t make their criteria clear…”
2021 Event Comeback Collapses
as In-Person Events Cancel
“Leadership requires making tough and, at times, unpopular decisions.” says Potomac’s Manish Khatta
Manish Khatta Recognized as a 2021 ThinkAdvisor
LUMINARY for his Executive Leadership
Potomac is pleased to announce recognition in the Individuals Asset Management / Portfolio Firms Executive Leadership category.
What Financial Advisers are
Reading this Summer
InvestmentNews has created a summer reading compilation of books suggested by top experts within the finance industry.
After promising to make RIAs job one,
new Betterment CEO puts trust in RIA brands
Betterment is creating an ad-hoc outsourcer that can compete for start-up RIAs and breakaways against Orion Advisor Solutions and Envestnet.
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